04Action plans & blockers
Know what happens next and what is holding it up.
Save a next-action plan and blocker on each inquiry, with an owner and date. Download a daily action brief for work due now, blocked, or missing a plan.
See a simple example
Waiting on a drawing revision? Save the blocker, name who will ask the buyer, and set the next date. Completing a follow-up keeps the completed action in activity and lets you record a new one.
05Quote watch
Know which recorded quotes need another look.
See open quotes grouped by days since the first recorded Quote sent stage. Filter by age and owner, then open the inquiry or download the list.
See a simple example
A quote was first marked sent 18 days ago. Review its saved history and decide whether a check-in is useful; the date does not prove the buyer has been silent.
06Outcome review & results briefs
Know what was recorded, then choose what to improve.
Save win/loss reasons on an inquiry. Review outcomes by UTC close date, owner, and recorded source, then download a printable results brief or CSV for the current filters.
See a simple example
A buyer says a project is delayed. Record Timing on the Lost inquiry, then bring that reason to the monthly review. Unknown reasons stay Not recorded; the report does not guess what caused a decision.
07Buyer history
Start the next conversation with the story in view.
Open an inquiry to see the same company’s saved requests, stages, next dates, and recorded outcomes within that shop. Download the matching history when useful.
See a simple example
A repeat buyer sends a new request. See their earlier recorded inquiries without merging different company spellings or mixing real inquiries with samples.
08Follow-up starters
Start with useful wording instead of a blank page.
From Quote watch, choose a review or timing check-in and copy or download an unsent template using the saved request. Your team reviews, edits, and sends it through its approved mailbox.
See a simple example
Ask whether the buyer has questions or whether timing changed. Preparing a starter does not change the saved response, approve it, or send an email.
09Opportunity priorities
Know which inquiries need attention.
Find due or overdue follow-ups, missing owners or dates, incomplete intake details, and saved responses needing review in one focused list.
See a simple example
A quote is still open, but its follow-up date has passed. Open the record and agree the next action.
10Estimator handoff
Give your estimator the context, not another search task.
Download a printable brief from a saved inquiry: buyer details, entered requirements, missing-detail questions, owner, and next date. Pricing and feasibility stay with your estimator.
See a simple example
Material grade is missing. The brief keeps it visible as a question instead of guessing the answer.
11Weekly action pack
Turn the review meeting into a work plan.
Download a printable list or CSV of the current filtered open inquiries, with owners, dates, and reasons for attention. Bring the same list to the team review.
See a simple example
Agree who will act on each open request and when. Record the outcome back in the inquiry workspace.